WM β€” WASTE MGMT INC DEL

Ownership history in WATERS PARKERSON & CO., LLC  Β·  4 quarters on record

AI Ownership Summary

WATERS PARKERSON & CO., LLC reported WASTE MGMT INC DEL (WM) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.59% in 2025 Q4. The latest visible filing shows WM at 1.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WATERS PARKERSON & CO., LLC's position in WASTE MGMT INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WM was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WATERS PARKERSON & CO., LLC held WM β€” position size vs. price
% of Fund (quarterly)    WM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 147,468 +35,532 +31.7% 1.59% $32.4M 2026-02-14 (Est.) $233.59
2025 Q3 ADDED 111,936 +16,100 +16.8% 1.20% $24.7M 2025-10-28 $202.64
2025 Q2 ADDED 95,836 +46,427 +94.0% 1.09% $21.9M 2025-08-14 $223.55
2025 Q1 INITIATED 49,409 β€” β€” 0.61% $11.4M 2025-05-15 $224.62

FAQ About WATERS PARKERSON & CO., LLC and WM

These are the practical questions this page is built to answer before you even open the full history table.

How long has WATERS PARKERSON & CO., LLC reported owning WM?

WATERS PARKERSON & CO., LLC reported WM across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported WM position in WATERS PARKERSON & CO., LLC's portfolio?

The largest reported portfolio weight for WM was 1.59% in 2025 Q4.

What is the latest reported WM position on this page?

The most recent filing on this page is 2025 Q4, when WATERS PARKERSON & CO., LLC reported 147,468 shares, equal to 1.59% of portfolio, with an estimated market value of $32.4M.

What does the chart on this WM ownership page compare?

The chart compares WATERS PARKERSON & CO., LLC's quarterly WM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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